A complete list of active advisors currently associated with Leeb Capital Management, Inc.
Warmer can help you find a great advisor at Leeb Capital Management, Inc. or one who fits your needs even better.
Leeb Capital Management, Inc. provides ongoing investment supervisory and portfolio management services to individuals (including high‑net‑worth clients), institutions, trusts, pensions and profit‑sharing plans, managing roughly $111.9 million across about 60 accounts through a three‑advisor team. Like many supported firms, LCM charges percentage‑of‑AUM advisory fees and generally manages client accounts on a discretionary basis while permitting clients to impose reasonable investment restrictions. The firm combines a top‑down macroeconomic overlay with bottom‑up fundamental security selection across three core strategies—Large‑Cap Growth, Income & Growth, and Peak Resources & Energy—and applies explicit sell disciplines and position‑weight guidelines (typically an 8% cap with stated exceptions). LCM routinely uses commodity‑linked ETFs/ETNs and small‑/mid‑cap resource names in its PREP strategy and, as of February 2026, expanded its short‑term hedging flexibility by permitting up to 20% per position in instruments such as inverse ETFs and zero‑coupon bond funds. LCM’s principals engage in public publishing: founder Dr. Stephen Leeb and portfolio manager Kuen Chan contribute to and publish a paid newsletter (Turbulent Times Investor), with the brochure noting they expect to spend about 10% of their time on that work and describing policies for trading securities discussed in publications. The firm also advertises performance results in its materials—a practice that is uncommon among peers—and the brochure emphasizes procedures intended to address potential conflicts between newsletter activity and client trading.
To learn more about the advisors currently working at Leeb Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 7
| |
New York, NY
| 19
| |
Quincy, MA
| —
|
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